JP Morgan Chase’s Shell SHEL Stock Holding History

JP Morgan Chase’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.36M	Buy	+69,700	New	+$6.02M	﹤0.01%	3391
2026 Q1	–	Sell	-68,500	Closed	-$5.03M	–	7848
2025 Q4	$5.03M	Hold	68,500	–	–	﹤0.01%	3308
2025 Q3	$4.9M	Buy	68,500 +68,300	+34,150%	+$4.92M	﹤0.01%	3381
2025 Q2	$14.1K	Sell	200 -99,800	-100%	-$6.69M	﹤0.01%	6252
2025 Q1	$7.33M	Sell	100,000 -4,700	-4%	-$317K	﹤0.01%	2822
2024 Q4	$6.56M	Sell	104,700 -8,900	-8%	-$583K	﹤0.01%	3103
2024 Q3	$7.49M	Buy	113,600 +111,900	+6,582%	+$7.93M	﹤0.01%	2875
2024 Q2	$123K	Buy	+1,700	New	+$122K	﹤0.01%	5416
2023 Q3	–	Sell	-286,900	Closed	-$17.3M	–	7704
2023 Q2	$17.3M	Buy	286,900 +286,400	+57,280%	+$17.2M	﹤0.01%	1807
2023 Q1	$29K	Buy	+500	New	+$29.4K	﹤0.01%	5879

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Chase's SHEL Position: Q2 2026 in Review

JP Morgan Chase reduced its Shell (SHEL) stake by 17% in Q2 2026, selling an estimated $35.5M and leaving 1,980,468 shares worth $152M. The position accounts for 0.01% of the portfolio, ranked #860.

JP Morgan Chase first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $222M in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

JP Morgan Chase held 1,980,468 shares of Shell worth $152M as of Q2 2026.
JP Morgan Chase sold 411,706 Shell shares in Q2 2026, an estimated $35.5M.
Shell made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #860 holding.
JP Morgan Chase first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
JP Morgan Chase's Shell position peaked at $222M in Q1 2026.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.